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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritas Advisory Group Llc | Atlanta | GA | 08/2020 | Present |
| Connect Advisory Group, Llc | Memphis | TN | 09/2020 | Present |
| Csenge Advisory | Largo | FL | 03/2023 | Present |
| Mml Investors Services, Inc. | Memphis | TN | 06/2002 | 08/2020 |
| Massmutual Life Ins. Co. | Springfield | MA | 05/2002 | Present |
NAME: NOEL DAVID. INVESTMENT-RELATED: YES. ADDRESS: 5100 POPLAR AVE #2300, MEMPHIS, TN 38137. NATURE: INSURANCE SALES. POSITION: AGENT. START: 2000. HOURS/MONTH: 15. HOURS/MONTH DURING TRADING: 3. NAME: CONNECT ADVISORY GROUP, LLC. INVESTMENT-RELATED: YES. ADDRESS: 5100 POPLAR AVE #2300, MEMPHIS, TN 38137. NATURE: FINANCIAL CONSULTING. POSITION: PRESIDENT. START: 9/2020. HOURS/MONTH: 40. HOURS/MONTH DURING TRADING: 40.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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